富瑞：维持友邦保险(01299)“买入”评级及目标价114港元认为泰国业务被低估

智通财经网09-09 11:39

智通财经APP获悉，富瑞发布研报称，泰国为友邦保险(01299)第三大且质素最高的分部之一，逾九成销售属于保障或收费业务。截至2026年上半年，友邦泰国占集团新业务价值(VONB)15%及内含价值(EV)12%。该行维持友邦保险“买入”评级及目标价114港元，认为泰国业务被投资者低估。

该行指出，友邦泰国客户逾500万，中位保单年期13年，续保率逾九成，逾七成客户购买多份产品;活跃代理人逾2.4万人，代理市占率约44%，并与当地最大银行盘谷银行策略合作。危疾、投资相连及医疗产品市占率分别约63%、59%及49%。

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富瑞：维持友邦保险(01299)“买入”评级及目标价114港元 认为泰国业务被低估

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富瑞：维持友邦保险(01299)“买入”评级及目标价114港元认为泰国业务被低估